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SCHARF INVESTMENTS, LLC
CRD 105508 · SEC 801-18799
16450 LOS GATOS BOULEVARD, SUITE 207, LOS GATOS, CA, 95032, United States
Phone
831-429-6513
Fax
831-429-5216
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.21B
Discretionary AUM
$2.67B
Team
23 total employees; 15 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)MODEL RECOMMENDATIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1314 | $1.35B |
| Investment companies | 6 | $1.07B |
| Pension/profit sharing plans | 11 | $26.4M |
| Charitable organizations | 18 | $62.1M |
| Other investment advisers | 9 | $1.55B |
| Corporations/business entities | 37 | $154.8M |
States served
AL, AZ, AR, CA, CO, DC, GA, ID, IL, IN, IA, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD